Day Gain | ||
Gain | ||
Market Val | ||
Costs | ||
Cash | ||
Portfolio | ||
Realized | ||
Dividend |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-10-05 | Seaport Global | Upgrade | Buy | |
2023-08-30 | Benchmark | Upgrade | Buy | Buy |
2023-08-29 | Truist Securities | Upgrade | Hold | Hold |
2023-08-13 | Goldman Sachs | Upgrade | Neutral | Neutral |
2023-08-10 | Morgan Stanley | Upgrade | Equal-Weight | Equal-Weight |
2023-08-09 | Rosenblatt | Upgrade | Buy | Buy |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2023-11-27 | CLYBURN MIGNON L | Director | 23.03K | Stock Award(Grant) |
2023-11-27 | CRAWFORD GORDON | Director | 285.71K | Stock Award(Grant) |
2024-03-06 | FELTHEIMER JON HENRY | Chief Executive Officer | 429.36K | Purchase |
2023-11-27 | FINE EMILY | Director | 10.71K | Stock Award(Grant) |
2024-03-31 | HARKEY JOHN DANIEL JR | Director | 112.46K | Stock Award(Grant) |
2023-11-27 | MCCAW SUSAN | Director | 30.28K | Stock Award(Grant) |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | MHR Fund Management, LLC | 20.13M | 177.73M | 24.10% |
2023-06-29 | Vanguard Group Inc | 6.73M | 59.45M | 8.06% |
2023-06-29 | Blackrock Inc. | 6.52M | 57.54M | 7.80% |
2023-06-29 | Invesco Ltd. | 5.94M | 52.45M | 7.11% |
2023-06-29 | Jericho Capital Asset Management, LP | 4.05M | 35.75M | 4.85% |
2023-06-29 | Jefferies Financial Group Inc. | 3.73M | 32.89M | 4.46% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Vanguard Total Stock Market Index Fund | 2.28M | 20.09M | 2.72% |
2023-06-29 | Vanguard Small-Cap Index Fund | 1.62M | 14.34M | 1.94% |
2023-08-30 | Invesco ETF Tr-Invesco Dynamic Leisure & Entertainment ETF | 1.38M | 10.93M | 1.65% |
2023-08-30 | iShares Russell 2000 ETF | 1.36M | 10.81M | 1.63% |
2023-06-29 | Vanguard Small Cap Value Index Fund | 1.12M | 9.86M | 1.34% |
2023-06-29 | Vanguard Extended Market Index Fund | 988.64K | 8.73M | 1.18% |
Dividend | Date |
---|---|
0.09 | 2018-09-27 |
0.09 | 2018-06-28 |
0.09 | 2018-03-28 |
0.09 | 2016-06-28 |
0.09 | 2016-03-29 |
0.09 | 2015-12-29 |
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A flash from the past .. CALL THEM NOW !!
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I hope Mgt. has a great weekend selling the company once and for all .. clearly the street is not impressed with their strategy and only option now is to cash out and move on asap!
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That $5B cash from CBS looking good about now!!! Call Hasbro back and see if they want it for $25 now
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"Media has moved into an environment where scale is essential," Stankey said, citing Disney's $71.9 billion deal for Fox's assets (and divestiture of Sky to Comcast) and CBS's likely upcoming merger with Viacom as other examples of media companies seeking bigger balance sheets with more assets under management. "Somebody in the legacy media space will build a platform of scale and get to 70 million to 80 million subscribers. We'd like it to be us.
A deal for LGF will get down.. only a matter of time..
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Netflix sources of content will dry over next few years as ATT, Disney, NBCUniversal and others keep their content exclusive to their own OTT platform and remove existing from Netflix to make them less a threat.. LGF not a big buy for a $150B mkt. cap company.. all stock deal to immediately build library and bulk up their in house movie TV productions.. makes lots of strategic sense
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Makes sense for NFLX to scoop up LGF for content and production as others pull content off NFLX to start their own OTT offerings and gives Netflix a physical platform for Hollywood awards they looking for. What about Starz .. Sell to CBS then the legacy Lionsgate and content to NFLX. This transaction could net in that $30 to $35 range ..
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Viacom and CBS will need to get bigger even if the two do merge in order to better compete with tech giants, said media mogul Shari Redstone, who controls the two big entertainment companies.
While the companies would be stronger together, ultimately they will need additional leverage in an increasingly competitive media landscape with or without a merger. “We would want to look at something after that to ...develop more scale as we move forward,” Ms. Redstone said in a rare interview on stage at The Information’s Women in Tech, Media and Finance conference Tuesday. -
got a question.. if there is an offer for $25 or $30 or $35 .. shouldn’t those be put to a vote by all shareholders rather than turned down by mgt. or board before we can vote on deal ? isn’t it their fiduciary obligation to present all offers and allow a shareholder vote ??? starting to see an opportunity for a class action lawsuit against this mgt/board
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Big boys will be looking closely now at taking out LGF.. the Malone Redstone and even many in the PE world will be either making friendly or hostile offers if needed.. MHR cash out once and for all.. all those recent stock grants will vest and Jon Mike walk away with millions
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Sony should buy LGF Miramax and MGM then CBS/VIAB.. be a formidable competitor to NBCUniversal and CMCSA
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MGM, Lionsgate, Viacom and Sony have all kicked the tires in recent weeks for either an outright purchase or a significant stake, say sources.
Some or all of Miramax — the iconic independent studio founded by Harvey and Bob Weinstein — could be sold "within the month," a source close to the company tells The Hollywood Reporter.
Suitors for Miramax, whose library boasts Oscar winners Pulp Fiction, Shakespeare in Love and The Crying Game, include MGM, Lionsgate, Viacom and Sony, all of which have kicked the tires in recent weeks for either an outright purchase or a significant stake, say sources.
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Sell it off in parts ASAP .. some of parts sale for Starz, StarzPlay etc, Film/TV production, channels and 17k Library worth $35 min. MHR asleep at the wheel .. Apple could buy them on a rounding error but FTC DOJ going rogue on our US Tech for politics sake
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NFLX only at 27X book.. even Discovery at 2.3X book .. puts LGFA value at $31 to $365 a share on similar valuation metric.. I’ll take $32 tomorrow
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LGF is so undervalued it is insane! trading at book value when at a minimum would be 2x or $27 per share.. a big Activist needs to step in to unlock value and do what is right for shareholders.. what the hell is MHR thinking right now ??? Great job guys!! I just lost $1.1 Billion last 18 months .. keep it up boys you killing it ..
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LGFA - Acquirer may likely come from outside US to compete with Disney, Netflix, AttWarner, Amazon and Apple.. A Sony+CBS+VIAB+LGF makes sense to build global scale in content and distribution.. One thing I do know is LGF MGT better act fast or I could easily see a large Activist investor stepping in to execute a sale
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More details earnings post call ...
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Market sending message is why not holding 15 or 16 .. time for company to cash out at $27 $30 and move on!!!
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That wasn’t insider buying btw.. that was unwarranted exec stock grants to undeserving MGT soaking this company for whatever they can in a self serving way .. how can this company issue stock to this MGT !! malpractice
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put any and all acquisitions out to shareholder vote .. how can they turn down offers without shareholder having an opportunity to vote ???? the governance of this company is shameful..
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Mkt surging and all media entertainment stocks EXCEPT LGF .. This MGT and board needs to do the right thing now for it’s shareholders and sell the company now !!! If today’s stock decline in relation to the mkt. and other media stocks isn’t a serious wake up call to them to close a deal they are in real violation of their corporate fiduciary responsibilities to maximize shareholder value..
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Lions Gate Entertainment (NYSE:LGF-A) Shares Down 0.1%
news.google.com • -
Lionsgate Says Studio To Split From Starz In April
deadline.com • -
Lionsgate to spin off studio division with $4.6B SPAC deal
proactiveinvestors.com • -
Lions Gate: Hungering For A Bid
seekingalpha.com • -
Lionsgate suspends advertising on X
reuters.com • -
Lions Gate posts surprise profit a day after actors' strike ends
proactiveinvestors.com • -
Lions Gate Loves Libraries: On Entertainment One And Q1
seekingalpha.com • -
Lions Gate Entertainment Stock: Too Cheap To Ignore At Current Price
seekingalpha.com • -
Lions Gate Entertainment Corp. (LGF.A) Q1 2024 Earnings Call Transcript
seekingalpha.com • -
The Afterhours: Disney, Lionsgate, Wynn Resorts, U-Haul
proactiveinvestors.com • -
Lionsgate delivers fiscal 1Q beat ahead of September spinoff deadline
proactiveinvestors.com • -
Lions Gate Studio Separation Poses More Questions Than Answers
seekingalpha.com • -
Lions Gate stock rises as paperwork filed for company split
marketwatch.com • -
Lions Gate Entertainment Corp. (LGF.A) Q4 2023 Earnings Call Transcript
seekingalpha.com • -
The Box Office Bounce Back: Entertainment Stocks Produce Strong Returns
seekingalpha.com • -
Box Office Bounce-Back: Entertainment Stocks Produce Strong Returns
seeitmarket.com • -
Lionsgate Motion Picture Group Undergoes Layoffs
deadline.com • -
Lionsgate Takes Key Step In Separation Of Studio And Starz
deadline.com • -
Lions Gate: Why I Think Box Office Failure Is Best For Shareholders
seekingalpha.com • -
Lions Gate: It's All About The Movies
seekingalpha.com • -
Lions Gate Entertainment Corp. (LGF.A) Q3 2023 Earnings Call Transcript
seekingalpha.com • -
Why Lions Gate's Stocks Plummeted Today
fool.com • -
MHR Fund Management Ups Stake in Lions Gate (LGF.A)
247wallst.com • -
Lionsgate Resets Timeline To Split Starz And Studio
deadline.com • -
7 Stocks to Buy This Week
investorplace.com • -
Executives Buy Over $15M Of 3 Stocks
benzinga.com • -
Lionsgate plans to officially announce a Starz spinoff this summer
techcrunch.com • -
Lions Gate: Still Playing The Content/Streaming Game
seekingalpha.com • -
Stock Wars: Netflix Vs. Lionsgate
benzinga.com •